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  • Edelweiss Large Cap Fund B (PIDCW-A)

Formerly Edelweiss Large Cap Advntg B DP

Edelweiss Mutual Funds

Edelweiss Large Cap Fund B (PIDCW-A)

EquityLarge Cap

81.08

NAV (Jun 12)

16.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Invest in this fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equityrelated securities of the 100 largest corporate by market capitalisation listed in India. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Expense Ratio
2.24
Launched (15y ago)
May 20, 2009
AUM in Crores
895.813
ISIN
INF754K01053
Lock-in
No Lock-in
Benchmark
Nifty 100 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
11.8
Standard Deviation (5yr)
17.6
Beta (3yr)
0.9
Beta (5yr)
0.94
Sharpe Ratio (3yr)
0.905
Sharpe Ratio (5yr)
0.648
YTM
0
Fund Managers

Bhavesh Jain

Fund Manager

Bharat Lahoti

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Large Cap Fund B (PIDCW-A)70%11,19,360 3,86,74816.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-12

Top Stock Holdings

icici bank ltd

7%
7%

hdfc bank ltd

6.8%
6.8%

reliance industries ltd

5.2%
5.2%

larsen & toubro ltd

4.5%
4.5%

itc ltd

3.2%
3.2%
See all holdings

Allocation by Sector

financial services

30.5%
30.5%

consumer cyclical

13.3%
13.3%

industrials

10.1%
10.1%

technology

8.2%
8.2%

healthcare

8%
8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 96,336 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 57 equity,129 debt and 18 hybrid funds.amc-img
phone-img022-40933400
Fund NameScripbox Opinion
Till Date CAGR

5.4%

5.3%

5.6%

7.3%

-

5.7%

5.6%

7.3%

5.4%

5.3%

Edelweiss Large Cap Fund B (PIDCW-A) Review

Edelweiss Large Cap Fund B (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 14.9% over a period of 15 years. The fund was previously known as Edelweiss Large Cap Advntg B DP. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain.

Nav of Edelweiss Large Cap Fund B (PIDCW-A) as of 6/12/2024 is ₹81.08 with the total AUM as of 6/13/2024 is ₹895.813. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Large Cap Fund B (PIDCW-A) was launched on May 20, 2009. The category risk of the fund is Very High Risk.

The minimum SIP amount for Edelweiss Large Cap Fund B (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Edelweiss Large Cap Fund B (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 100 TR INR.

Edelweiss Large Cap Fund B (PIDCW-A) is rated as a 3 fund in Equity and delivered 32.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Large Cap Fund B (PIDCW-A).

Frequently Asked Questions

What is Edelweiss Large Cap Fund B (PIDCW-A)?

Edelweiss Large Cap Fund B (PIDCW-A) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss Large Cap Fund B (PIDCW-A)?

You can invest in Edelweiss Large Cap Fund B (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Edelweiss Large Cap Fund B (PIDCW-A)?

The minimum sip amount for Edelweiss Large Cap Fund B (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Edelweiss Large Cap Fund B (PIDCW-A) good to invest in?

As per Scripbox experts, Edelweiss Large Cap Fund B (PIDCW-A) is a Neutral fund. You can investEdelweiss Large Cap Fund B (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Edelweiss Large Cap Fund B (PIDCW-A)?

The expense ratio of the Edelweiss Large Cap Fund B (PIDCW-A) is 2.24% for regular plan.